See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $49,394 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $39,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,761 | $92,055+25.8% | $106,213+9.0% | $77,643+49.1% |
| Participation rate | 96.2% | 81.0%+15.1pp | 75.3%+20.9pp | 70.6%+25.6pp |
| Annual return | 14.30% | 17.91%-3.6pp | 116.14%-101.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,281 | $3,367-2.5% | $3,171+3.5% | $2,726+20.4% |
| Participant deferral / active EE | $7,225 | $5,386+34.2% | $5,016+44.0% | $4,647+55.5% |
| Admin fee / account holder | $179 | $219-18.1% | $11,033-98.4% | $430-58.3% |